Innovative Wealth Building
VIG icon

Innovative Wealth Building’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Innovative Wealth Building’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$746K Buy
3,248
+364
+13% +$87.4K 0.41% 39
2026
Q2 		$682K Buy
2,884
+153
+6% +$35.1K 0.4% 41
2026
Q1 		$587K Buy
2,731
+365
+15% +$81.4K 0.41% 39
2025
Q4 		$520K Buy
+2,366
New +$517K 0.38% 38

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Innovative Wealth Building's VIG Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q3 2026, buying an estimated $87.4K and bringing the position to 3,248 shares worth $746K. The position accounts for 0.41% of the portfolio, ranked #39.

Innovative Wealth Building first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Innovative Wealth Building held 3,248 shares of Vanguard Dividend Appreciation ETF worth $746K as of Q3 2026.
  • Innovative Wealth Building bought 364 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $87.4K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of Innovative Wealth Building's portfolio in Q3 2026, its #39 holding.
  • Innovative Wealth Building first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.